Krilogy Financial’s Compass Minerals CMP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$347K Sell
17,265
-50,000
-74% -$1M 0.02% 229
2025
Q1
$625K Sell
67,265
-30,000
-31% -$279K 0.04% 197
2024
Q4
$1.09M Sell
97,265
-8,732
-8% -$98.2K 0.07% 159
2024
Q3
$1.27M Buy
+105,997
New +$1.27M 0.09% 150
2024
Q1
Sell
-38,318
Closed -$970K 222
2023
Q4
$970K Buy
38,318
+6,599
+21% +$167K 0.08% 151
2023
Q3
$887K Sell
31,719
-35,520
-53% -$993K 0.08% 150
2023
Q2
$2.29M Sell
67,239
-11,242
-14% -$382K 0.21% 101
2023
Q1
$2.69M Buy
78,481
+25,576
+48% +$877K 0.23% 88
2022
Q4
$2.17M Buy
52,905
+23,722
+81% +$973K 0.21% 86
2022
Q3
$1.12M Buy
29,183
+169
+0.6% +$6.51K 0.13% 103
2022
Q2
$1.03M Buy
29,014
+8,929
+44% +$316K 0.12% 120
2022
Q1
$1.26M Buy
20,085
+1,805
+10% +$113K 0.13% 110
2021
Q4
$934K Buy
18,280
+854
+5% +$43.6K 0.09% 133
2021
Q3
$1.12M Buy
17,426
+587
+3% +$37.8K 0.11% 124
2021
Q2
$998K Sell
16,839
-264
-2% -$15.6K 0.1% 131
2021
Q1
$1.07M Buy
17,103
+895
+6% +$56.2K 0.11% 117
2020
Q4
$1M Buy
16,208
+677
+4% +$41.8K 0.12% 117
2020
Q3
$922K Buy
15,531
+81
+0.5% +$4.81K 0.13% 109
2020
Q2
$753K Buy
15,450
+1,563
+11% +$76.2K 0.12% 121
2020
Q1
$534K Buy
13,887
+1,701
+14% +$65.4K 0.1% 115
2019
Q4
$743K Buy
12,186
+47
+0.4% +$2.87K 0.12% 99
2019
Q3
$686K Buy
12,139
+1,375
+13% +$77.7K 0.12% 90
2019
Q2
$591K Buy
10,764
+1,246
+13% +$68.4K 0.11% 97
2019
Q1
$517K Buy
+9,518
New +$517K 0.11% 99
2018
Q4
Sell
-100
Closed -$7K 235
2018
Q3
$7K Buy
+100
New +$7K ﹤0.01% 570
2018
Q2
Sell
-100
Closed -$6K 247
2018
Q1
$6K Hold
100
﹤0.01% 578
2017
Q4
$7K Hold
100
﹤0.01% 555
2017
Q3
$6K Hold
100
﹤0.01% 627
2017
Q2
$7K Hold
100
﹤0.01% 562
2017
Q1
$8K Hold
100
﹤0.01% 532
2016
Q4
$8K Hold
100
﹤0.01% 532
2016
Q3
$7K Hold
100
﹤0.01% 561
2016
Q2
$7K Hold
100
﹤0.01% 573
2016
Q1
$7K Hold
100
﹤0.01% 503
2015
Q4
$8K Hold
100
0.01% 271
2015
Q3
$8K Buy
+100
New +$8K ﹤0.01% 409